Board Change • May 15
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. Independent Director Maria Morris was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 공시 • Apr 13
The Allstate Corporation, Annual General Meeting, May 22, 2026 The Allstate Corporation, Annual General Meeting, May 22, 2026. 공시 • Mar 30
The Allstate Corporation to Report Q1, 2026 Results on Apr 29, 2026 The Allstate Corporation announced that they will report Q1, 2026 results After-Market on Apr 29, 2026 Board Change • Mar 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. Independent Director Maria Morris was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 21
Full year 2025 earnings released: EPS: US$38.56 (vs US$17.22 in FY 2024) Full year 2025 results: EPS: US$38.56 (up from US$17.22 in FY 2024). Revenue: US$67.7b (up 5.6% from FY 2024). Net income: US$10.2b (up 123% from FY 2024). Profit margin: 15% (up from 7.1% in FY 2024). The increase in margin was primarily driven by higher revenue. Combined ratio: 85.2% (down from 94.3% in FY 2024). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Insurance industry in Europe. Upcoming Dividend • Feb 20
Upcoming dividend of US$1.08 per share Eligible shareholders must have bought the stock before 27 February 2026. Payment date: 01 April 2026. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Italian dividend payers (4.6%). Lower than average of industry peers (4.4%). 공시 • Feb 06
The Allstate Corporation announces Quarterly dividend, payable on April 01, 2026 The Allstate Corporation announced Quarterly dividend of USD 1.0800 per share payable on April 01, 2026, ex-date on March 02, 2026 and record date on March 02, 2026. 공시 • Oct 16
The Allstate Corporation Provides Estimated Catastrophe Losses for the Month of September and Third Quarter 2025 The Allstate Corporation provides estimated catastrophe losses for the month of September and third quarter 2025. The company estimated catastrophe losses for the month of September of $161 million or $128 million, after-tax, from eight wind and hail events.
Total catastrophe losses for the third quarter were $558 million or $441 million, after-tax. 공시 • Oct 02
The Allstate Corporation Announces Changes to its Senior Leadership Team, Effective Oct. 1, 2025 The Allstate Corporation announced changes to its senior leadership team, effective Oct. 1, 2025. Mario Rizzo will become Chief Operating Officer, responsible for the Property-Liability and Protection Services businesses. Rizzo was previously President, Property-Liability. Jesse E. Merten, currently Chief Financial Officer, will become President, Property-Liability. He will report to Rizzo. Mr. Rizzo, age 58, has served as the President, Property-Liability of Allstate Insurance Company (AIC") since September 2022. Prior to this position, he served as the company's Executive Vice President and Chief Financial Officer from January 2018 to September 2022. Mr. Merten, age 51, has served as the company's Executive Vice President and Chief Financial Officer since September 2022. Previously, Mr. Merten served as President, Financial Products of AIC from May 2020 to September 2022. 공시 • Sep 18
The Allstate Corporation Provides Estimated Catastrophe Losses for the Month of August 2025 The Allstate Corporation provided estimated catastrophe losses for the month of August 2025. The company estimated catastrophe losses for the month of August of $213 million or $168 million, after-tax. Catastrophe losses for August include 10 events with approximately 70% of the losses related to three wind and hail events. Total catastrophe losses for July and August were $397 million or $313 million, after-tax. 공시 • Aug 21
The Allstate Corporation Provides Estimated Catastrophe Losses for the Month of July 2025 The Allstate Corporation provided estimated catastrophe losses for the month of July 2025. The company estimated catastrophe losses for the month of July of $184 million or $145 million, after-tax from 19 wind and hail events. Reported Earnings • Jul 31
Second quarter 2025 earnings released: EPS: US$7.86 (vs US$1.14 in 2Q 2024) Second quarter 2025 results: EPS: US$7.86 (up from US$1.14 in 2Q 2024). Revenue: US$16.6b (up 5.8% from 2Q 2024). Net income: US$2.08b (up US$1.78b from 2Q 2024). Profit margin: 13% (up from 1.9% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Insurance industry in Europe. New Risk • Jul 31
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 5.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 5.5% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€33m sold). 공시 • Jul 16
The Allstate Corporation Announces Quarterly Dividend, Payable on October 1, 2025 The Allstate Corporation announced its board of directors approved a quarterly dividend of $1.00 on each outstanding share of the corporation’s common stock be payable in cash on October 1, 2025, to stockholders of record at the close of business on August 29, 2025. 공시 • Jul 02
Nationwide Life Insurance Company completed the acquisition of Direct General Life Insurance Company/NSM Sales Corporation/Association Benefits Solution, LLC from The Allstate Corporation (NYSE:ALL). Nationwide Life Insurance Company agreed to acquire Direct General Life Insurance Company/NSM Sales Corporation/Association Benefits Solution, LLC from The Allstate Corporation (NYSE:ALL) for $1.3 billion on January 30, 2025. The sale is expected to generate a financial book gain of about $450 million, increase deployable capital by $0.9 billion but reduce adjusted net income return on equity by 75 basis points after closing, which is expected in 2025. The transaction is subject to approval by regulatory board / committee. The transaction is expected to close in the second half of 2025. As of April 30, 2025 The transaction is expected to close in 2025.
JPMorgan Chase & Co. acted as financial advisor for The Allstate Corporation. Ardea Partners LP acted as financial advisor for The Allstate Corporation. Willkie Farr & Gallagher LLP acted as legal advisor for The Allstate Corporation. Citigroup Inc. acted as financial advisor for Nationwide Life Insurance Company. Michele L. Connell of Squire Patton Boggs LLP acted as legal advisor for Nationwide Life Insurance Company.
Nationwide Life Insurance Company completed the acquisition of Direct General Life Insurance Company/NSM Sales Corporation/Association Benefits Solution, LLC from The Allstate Corporation (NYSE:ALL) on July 1, 2025. Recent Insider Transactions • Jun 05
Chairman of the Board recently sold €33m worth of stock On the 2nd of June, Thomas Wilson sold around 181k shares on-market at roughly €183 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Thomas has been a net seller over the last 12 months, reducing personal holdings by €50m. 공시 • May 29
The Allstate Corporation Announces Quarterly Common Stock Dividend, Payable on July 1, 2025 The Allstate Corporation announced that its board of directors approved a quarterly common stock dividend of $1.00 on May 28, 2025. Allstate declared a quarterly dividend of $1.00 on each outstanding share of the corporation’s common stock, payable in cash on July 1, 2025, to stockholders of record at the close of business on June 9, 2025.